Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,880 | $183,592+130.3% | $155,574+171.8% | $145,877+189.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $28,500 | $5,317+436.0% | $4,676+509.5% | $4,663+511.2% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $9,584 | $19,316-50.4% | $15,914-39.8% | $13,402-28.5% |